Fintech Strategy & Investments, Sr. Associate

Posted 20 Hours Ago
Be an Early Applicant
New York, NY
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Sr. Associate will research and analyze fintech opportunities, monitor portfolio KPIs, conduct due diligence on fintech companies, create presentations for stakeholders, and engage with internal partners and the broader fintech community. Responsibilities include managing multiple projects and contributing to strategic initiatives.
Summary Generated by Built In

Job Description
The Fintech Strategy & Investments team sits at the intersection of finance and technology innovation - the team identifies and executes on cutting-edge ideas by formulating strategy, engaging in strategic partnerships, and investing in innovative fintech companies. We partner with business leads across the Line of business to advance J.P. Morgan's digital agenda and enhance J.P. Morgan's strategic positioning. Our focus areas include Artificial Intelligence, DLT, Business Automation, Digital Client Experience, Emerging Tech and several other key areas.
As an associate, you will help create and define forward-looking digital strategies, leveraging partnerships and investments with external fintechs to generate efficiency, drive revenue, and create new business opportunities for CIB. The team collaborates with the business, cross-LOB, and corporate functions to evaluate, structure, and execute potential strategic partnership, investments, and/or divestiture transactions. The role also involves a broad range of non-transaction activities (e.g., portfolio management, market monitoring/research etc.) and various analyses to support strategic projects.
Fintech Strategy & Investments - Associate will be responsible for:

  • Research and analyze industry landscapes to evaluate new opportunities, identify emerging trends and refine investment theses
  • Monitor and track KPIs for portfolio companies to inform ongoing investment decisions
  • Scout and profile new fintech companies, conducting deep-dive due diligence and competitive benchmarking on potential partnership and investment opportunities
  • Create presentation materials for senior stakeholders
  • Develop relationships with internal functional partners and CIB business partners
  • Engage with fintech companies, VC investors, and the broader fintech community
  • Participate in industry events to network with the broader ecosystem and identify emerging trends


Required Qualifications, Capabilities and Skills

  • 3+ years of experience in financial services (investment banking, markets, research), PE/VC, startups (fintechs), management consulting, or strategy equivalent
  • Strong interest in fintech, digital business transformation, and fintech innovation
  • Proficiency in quantitative storytelling, ability to create impactful presentations using compelling data analysis and rigorous research
  • Open, collaborative, team-oriented operating style, works well with cross-functional teams
  • Effective verbal and written communication skills
  • Proven ability to manage multiple projects and competing priorities; strong organizational skills
  • Detail-oriented, with strong time management skills
  • Passion for learning and ability to learn quickly


Preferred Qualifications, Capabilities and Skills:

  • Experience in financial markets with an emphasis on fintech, innovation, investments, and partnerships
  • Deep knowledge of Artificial Intelligence, DLT, Digital Transformation and Emerging Tech
  • Proven proficiency in PowerPoint and Excel, ideally with financial modelling and data analysis experience
  • Familiarity with researching companies and use of relevant research tools
  • Self-starter, who isn't afraid to escalate early, or ask for help when it is needed


About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

Artificial Intelligence
Dlt
Excel
PowerPoint

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
SG
Bengaluru, Karnataka
Bournemouth, GB
Brooklyn, NY
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Glasgow, GB
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Similar Jobs

Hybrid
New York, NY, USA
289097 Employees
Hybrid
New York, NY, USA
289097 Employees
Hybrid
New York, NY, USA
289097 Employees
Hybrid
New York, NY, USA
289097 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account